WWM
Windsor Wealth Management Portfolio holdings
AUM
$546M
1-Year Return
16.47%
This Quarter Return
+1.41%
1 Year Return
+16.47%
3 Year Return
+37.26%
5 Year Return
+57.43%
10 Year Return
–
AUM
$229M
AUM Growth
+$1.5M
(+0.66%)
Cap. Flow
+$7M
Cap. Flow
% of AUM
3.05%
Top 10 Holdings %
Top 10 Hldgs %
36.84%
Holding
190
New
15
Increased
41
Reduced
111
Closed
15
Top Buys
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$2.25M |
| 2 |
Apple
AAPL
|
$1.37M |
| 3 |
Calumet Specialty Products
CLMT
|
$1.29M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$1.22M |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
$639K |
Sector Composition
| 1 | Technology | 10.28% |
| 2 | Healthcare | 8.97% |
| 3 | Financials | 5.35% |
| 4 | Communication Services | 4.49% |
| 5 | Industrials | 3.07% |
